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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,903 | $156,398-16.9% | $147,318-11.8% | $138,895-6.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.78% | 78.75%-70.0pp | 70.43%-61.7pp | 145.39%-136.6pp |
| Employer contribution / active EE | $7,708 | $4,853+58.8% | $4,593+67.8% | $4,194+83.8% |
| Participant deferral / active EE | $7,057 | $8,237-14.3% | $7,906-10.7% | $6,396+10.3% |
| Admin fee / account holder | $3,927 | $14,976-73.8% | $13,708-71.4% | $12,562-68.7% |